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SFG Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

SFG Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,270
Closed -$748K – 101
2023
Q3 		$748K Buy
+8,270
New +$748K 0.59% 33